New Business Agent (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
New Business Agent (Insurance): Handling inbound General Liability leads, underwriting, and guiding clients through the bind process with an accent on production-focused sales and policy accuracy. Focus on managing a sales pipeline, delivering accurate quotes based on carrier guidelines, and exceeding KPI objectives.
Location: Hybrid: Must be based in Sacramento, CA (4 days onsite, 1 day WFH)
Compensation: $76,000–$98,000+ (includes base $52k–$62k and uncapped commission)
Company
is a technology and data-driven commercial MGA and insurance wholesaler focusing on Insurtech innovation.
What you will do
- Manage inbound General Liability sales leads from first contact to bound policy.
- Underwrite products and deliver accurate quotes according to carrier guidelines.
- Handle calls for other commercial lines, including surety bonds and Workers Compensation.
- Maintain an organized sales pipeline and follow up with prospects.
- Process payments and assist clients with policy-related updates.
- Collaborate with carrier partners to meet client requirements.
Requirements
- 2+ years of experience in the insurance industry (sales, account management, or service).
- Working knowledge of General Liability products and underwriting basics.
- California P&C License (preferred; sponsorship provided if not active).
- Must be legally authorized to work in the United States.
- Ability to work onsite in Sacramento 4 days a week (9 AM - 6 PM PST).
- Proficiency in Microsoft Office.
Culture & Benefits
- Employee Ownership Program for financial rewards tied to company growth.
- Comprehensive medical, dental, and vision insurance.
- 401(k) plan with company match.
- Health Savings Account (HSA) with company contribution.
- Paid time off and 11 company-paid holidays.
- Work-from-home reimbursement for hybrid arrangements.
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